Corient Private Wealth
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Corient Private Wealth’s Triumph Financial, Inc. TFIN Stock Holding History

Corient Private Wealth’s Portfolio TFIN Stock Details TFIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$656K Buy
11,904
+5,970
+101% +$329K ﹤0.01% 1649
2025
Q1 		$343K Sell
5,934
-12
-0.2% -$694 ﹤0.01% 1783
2024
Q4 		$540K Sell
5,946
-3
-0.1% -$273 ﹤0.01% 1576
2024
Q3 		$473K Buy
+5,949
New +$473K ﹤0.01% 1742